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in St. Cloud, MN
account representative
•30 days ago
Hours | Full-time, Part-time |
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Location | St. Cloud, MN St. Cloud, Minnesota |
About this job
-Opening & maintaining customer accounts via imaged documents on a 7 person team. -Candidates will have the ability to review paperwork to find anomalies that need analysis as well as read through legal documentation like trust documents, letters of testamentary documents, & power of attorney etc. -Candidates must be able to process 60+ accounts daily once fully trained. -Candidates will need to be organized and manage their pending work while working with financial advisors and their support st